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FORTNUM PRIVATE WEALTH LTD
AFSL 357306 · ABN 54139889535 · SYDNEY, NSW · Licensed since 2010
InstitutionalNational
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153
Advisers
17.4 yrs
Avg. adviser experience
7
States
6%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ MDA✓ Derivatives✓ Margin Lending
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 60%SMSF Assoc. 8%CPA 2%CA ANZ 4%
% of current advisers holding each professional membership
States: ACT, NSW, QLD, SA, TAS, VIC, WA
Corporate group: ENTIRETI LIMITED
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